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JPMorgan Chase
JPM

Overview Fund Activity

4,167 hedge funds and large institutions have $419B invested in JPMorgan Chase in 2024 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 1,721 increasing their positions, 1,849 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,167
Holders Change
+33
Holders Change %
+0.8%
% of All Funds
60.27%
Holding in Top 10
616
Holding in Top 10 Change
-51
Holding in Top 10 Change %
-7.65%
% of All Funds
8.91%
New
189
Increased
1,721
Reduced
1,849
Closed
102
Calls
$8.13B
Puts
$10.6B
Net Calls
-$2.44B
Net Calls Change
-$663M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$853M
2
BlackRock
BlackRock
New York
+$787M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$535M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$323M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$301M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.29B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.01B
3
APG Asset Management
APG Asset Management
Netherlands
-$682M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$636M
5
Capital World Investors
Capital World Investors
California
-$497M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFT
2276
Providence First Trust
Arizona
$2.33M +$1.23M +5,820 +112%
AF
2277
Aldebaran Financial
$2.32M +$72.3K +343 +3%
WCM
2278
WealthBridge Capital Management
Ohio
$2.32M +$133K +632 +6%
SJIM
2279
St. Johns Investment Management
Florida
$2.32M -$136K -645 -6%
LCM
2280
Legato Capital Management
California
$2.32M -$788K -3,735 -25%
HNB
2281
Hilltop National Bank
Wyoming
$2.31M -$65.2K -309 -3%
OIS
2282
Okabena Investment Services
Minnesota
$2.3M +$75.5K +358 +3%
TAM
2283
Trillium Asset Management
Massachusetts
$2.3M -$6.96K -33 -0.3%
LIM
2284
Letson Investment Management
Georgia
$2.3M +$843 +4 +0%
SPWM
2285
Schrum Private Wealth Management
Florida
$2.29M -$138K -653 -6%
SCM
2286
Spreng Capital Management
Ohio
$2.29M -$1.03M -4,901 -31%
6F
2287
626 Financial
Michigan
$2.29M -$28K -133 -1%
MWM
2288
MGB Wealth Management
Texas
$2.29M -$132K -625 -5%
BTWM
2289
Baker Tilly Wealth Management
Wisconsin
$2.28M -$371K -1,759 -14%
VAS
2290
Vestmark Advisory Solutions
Massachusetts
$2.27M +$204K +966 +10%
CWM
2291
Chesapeake Wealth Management
Virginia
$2.27M +$21.9K +104 +1%
OIM
2292
Oder Investment Management
California
$2.27M -$9.91K -47 -0.4%
FFA
2293
Fortune Financial Advisors
Kansas
$2.27M -$1.11M -5,244 -33%
PSB
2294
Passumpsic Savings Bank
Vermont
$2.27M +$297K +1,407 +15%
DLHL
2295
Donald L. Hagan LLC
Florida
$2.27M -$133K -632 -6%
ZF
2296
Zhang Financial
Michigan
$2.27M -$136K -643 -6%
LFP
2297
Lakeshore Financial Planning
Michigan
$2.26M -$12.2K -58 -0.5%
SFS
2298
Summit Financial Strategies
Ohio
$2.26M -$20.9K -99 -0.9%
PPC
2299
Park Place Capital
Alabama
$2.26M +$372K +1,766 +20%
FBT
2300
First Bank & Trust
South Dakota
$2.26M -$79.7K -378 -3%
90 91
92
93 94